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Managing Director – Relationship Management, Wealth Advisory
Allocate. Develop and manage relationships with RIAs, multi-family offices, and independent wealth managers, focusing on establishing and growing relationships with new wealth advisory firms .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in relationship management and advisory roles within private markets, with a strong focus on venture capital, private equity, and alternative investments. Proven ability to engage with high-net-worth and ultra-high-net-worth clients, delivering technology-driven investment solutions and fostering long-term partnerships.
Highest-signal resume keywords
10+ Years Experience In Relationship ManagementDeep Understanding Of Private Market InvestmentsStrong Communication And Presentation SkillsEstablished Network Of RIAs And Wealth AdvisorsTechnology Sales Experience Preferred
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Private Market StrategiesPortfolio ConstructionManager SelectionFund StructuresAlternative Asset AllocationInvestment PlatformsVenture CapitalPrivate EquityCo-InvestmentsAlternative Investments
Soft Skills
Relationship ManagementStrategic Client EngagementConsultative ApproachSimplifying Complex ConceptsIndependent Work Ability
Tools & Technologies
Investment Technology SolutionsWealth Management Platforms
Industry Keywords
RIAsMulti-Family OfficesWealth Advisory FirmsHNWUHNWAsset ManagementCompliance ObligationsCode Of Ethics
About the role
Key responsibilities & impact- Develop and manage relationships with RIAs, multi-family offices, and independent wealth managers, focusing on establishing and growing relationships with new wealth advisory firms
- Serve as a trusted advisor, educating firms on private market strategies and Allocate's platform and investment and technology solutions
- Partner with advisory teams to structure private market portfolios aligned with clients' investment objectives
- Drive engagement and platform adoption through high-touch relationship management, training, and thought leadership
- Act as a subject matter expert on venture capital, private equity, co-investments, and other alternative investments
- Guide advisors on manager selection, fund structures, and portfolio construction
- Provide market intelligence, feedback, and insights to internal teams to enhance offerings and client experience
- Represent Allocate at industry conferences, roundtables, and client events to strengthen brand presence and thought leadership
Requirements
What you’ll need- 10+ years of experience in relationship management, sales, or advisory roles within private markets, asset management, or wealth management
- Established network of RIAs, multi-family offices, and private wealth advisors, with a specific focus on HNW/UHNW wealth advisory firms
- Deep understanding of private market investments, including venture capital, private equity, co-investments, and alternative asset allocation strategies
- Strong knowledge and passion for delivering technology-driven solutions; previous technology sales experience strongly preferred
- Experience working with investment platforms, fund structures, and a range of alternative investment vehicles
- Proven ability to build and maintain relationships with senior-level decision-makers at wealth advisory firms
- Strong communication and presentation skills, with an ability to simplify complex investment concepts for different audiences
- Strategic and consultative approach to client engagement, with a focus on long-term partnerships
- Ability to work independently
- Ability to travel as needed within the region
- Must have legal authorization to work in the U.S. now and in the future without visa sponsorship
- Subject to Allocate's Code of Ethics and related compliance obligations
Benefits
Comp & perks- Competitive compensation package, including performance incentives and equity participation
- Medical, dental, and vision coverage
- Responsible time off (RTO)
- 401K
- Opportunity to work alongside investment professionals, technologists, and industry leaders
- Opportunity to shape the future of private market investing